Family wealth management is a process built around the coupling of financial planning and asset management. We view the two as inseparable components of a long-term successful strategy. At Aurum, each family we work with is unique, as their goals are defined by their life experiences and family circumstances. From helping you invest your children’s first investment dollars to complex estate and business succession strategies, Aurum’s team of experienced and caring advisors works collaboratively with you to understand your life’s ambitions, then develop the right financial plan and corresponding investment strategies to achieve your goals.
Are you searching for a leading family wealth services firm? Please call us at 866-605-1901 or complete this form, and an Aurum representative will respond shortly.